Wambolt & Associates, LLC Sells in Q2 2025

Wambolt & Associates, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
-451
- 5.29%
N/A
8.07K $1.11M
SHW
Sherwin Williams CO

Basic Materials
-159
- 17.91%
$313.51 - $363.51 $49.8K - $57.8K
729 $250K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.31K
- 6.52%
$51.1 - $53.29 $67.1K - $70K
18.8K $1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-621
- 4.75%
$141.87 - $164.49 $88.1K - $102K
12.5K $2.05M
PAYX
Paychex Inc

Industrials
-193
- 8.41%
$137.01 - $159.78 $26.4K - $30.8K
2.1K $305K
TSCO
Tractor Supply CO

Consumer Cyclical
-670
- 11.76%
$47.86 - $55.77 $32.1K - $37.4K
5.03K $265K
ACN
Accenture PLC

Technology
-90
- 8.16%
$279.23 - $323.21 $25.1K - $29.1K
1.01K $302K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-871
- 5.18%
$51.68 - $52.76 $45K - $46K
15.9K $841K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-523
- 14.04%
$67.03 - $80.35 $35.1K - $42K
3.2K $255K
IX
Orix Corp

Financial Services
-9.32K
- 8.76%
$18.25 - $22.52 $170K - $210K
97K $2.19M
INDA
Ishares Msci India Index Fund

ETFs
-921
- 18.15%
$49.13 - $55.86 $45.2K - $51.4K
4.15K $231K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.58K
- 7.39%
$20.12 - $21.0 $31.8K - $33.2K
19.8K $413K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-568
- 1.71%
$13.96 - $16.51 $7.93K - $9.38K
32.7K $531K
ADSK
Autodesk, Inc.

Technology
-80
- 5.38%
N/A
1.41K $346K
APD
Air Products & Chemicals, Inc.

Basic Materials
-19
- 1.93%
$248.61 - $294.96 $4.72K - $5.6K
964 $271K
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.08%
$79.69 - $99.41 $159 - $199
2.59K $237K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-553
- 3.08%
$40.82 - $43.14 $22.6K - $23.9K
17.4K $749K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-211
- 2.37%
$37.08 - $42.26 $7.82K - $8.92K
8.7K $360K
DVY
Ishares Tr

ETFs
-33
- 0.73%
$118.37 - $134.86 $3.91K - $4.45K
4.48K $595K
RTX
Raytheon Technologies Corp

Industrials
-431
- 10.87%
$113.75 - $148.48 $49K - $64K
3.53K $515K
MET
Metlife Inc

Financial Services
-125
- 3.42%
$68.42 - $82.49 $8.55K - $10.3K
3.54K $284K
SAP
Sap Se

Technology
-136
- 15.23%
$237.53 - $309.8 $32.3K - $42.1K
757 $230K
GDDY
Go Daddy Inc.

Technology
-34
- 1.99%
$162.11 - $192.36 $5.51K - $6.54K
1.67K $300K
Bank America Corp
-1
- 0.21%
N/A
484 $0
BAC
Bank Of America Corp

Financial Services
-1.55K
- 11.77%
$34.39 - $47.46 $53.3K - $73.6K
11.6K $549K
Amplify ETF Tr
-26
- 0.71%
N/A
3.62K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.22K
- 2.41%
$45.11 - $52.34 $55.2K - $64.1K
49.6K $2.6M
ISRG
Intuitive Surgical Inc

Healthcare
-52
- 7.98%
$451.58 - $565.94 $23.5K - $29.4K
600 $326K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-23
- 0.45%
$81.66 - $93.76 $1.88K - $2.16K
5.04K $472K
BX
Blackstone Inc.

Financial Services
-1.57K
- 6.32%
$120.07 - $151.11 $189K - $237K
23.3K $3.48M
VBR
Vanguard Small Cap Value ETF

ETFs
-46
- 2.42%
$162.76 - $195.77 $7.49K - $9.01K
1.85K $361K
APO
Apollo Global Management, Inc.

Financial Services
-5
- 0.24%
$108.68 - $145.07 $543 - $725
2.11K $299K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-168
- 1.6%
$66.87 - $79.47 $11.2K - $13.4K
10.4K $822K
IRM
Iron Mountain Inc

Real Estate
-541
- 13.36%
$76.93 - $105.25 $41.6K - $56.9K
3.51K $359K
APH
Amphenol Corp

Technology
-3.68K
- 32.59%
$59.09 - $98.75 $217K - $363K
7.6K $750K
VBK
Vanguard Small Cap Growth ETF

ETFs
-71
- 5.61%
$219.76 - $276.94 $15.6K - $19.7K
1.19K $330K
CTAS
Cintas Corp

Industrials
-62
- 3.52%
$190.11 - $227.66 $11.8K - $14.1K
1.7K $378K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-59
- 0.7%
$28.28 - $34.34 $1.67K - $2.03K
8.35K $283K
VUG
Vanguard Growth ETF

ETFs
-33
- 5.83%
$329.49 - $438.4 $10.9K - $14.5K
533 $233K
VMI
Valmont Industries Inc

Industrials
-462
- 10.77%
$263.86 - $333.86 $122K - $154K
3.83K $1.25M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-243
- 2.07%
$26.38 - $32.66 $6.41K - $7.94K
11.5K $376K
EFV
Msci Eafe Value ETF

ETFs
-6
- 0.08%
$52.4 - $64.65 $314 - $388
7.05K $447K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-32
- 17.2%
$4164.15 - $5789.24 $133K - $185K
154 $891K
EMR
Emerson Electric CO

Industrials
-159
- 4.78%
$94.15 - $133.33 $15K - $21.2K
3.17K $422K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-224
- 13.39%
$328.01 - $475.68 $73.5K - $107K
1.45K $677K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-268
- 1.9%
$70.44 - $86.87 $18.9K - $23.3K
13.8K $1.2M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-184
- 1.54%
$33.86 - $45.77 $6.23K - $8.42K
11.7K $537K
HON
Honeywell International Inc

Industrials
-636
- 5.85%
$182.86 - $232.88 $116K - $148K
10.2K $2.38M
ARW
Arrow Electronics Inc

Technology
-939
- 10.96%
$90.32 - $128.28 $84.8K - $120K
7.63K $972K
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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